Wells Fargo & Company
WFC- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000072971
No open-market purchases or sales by Wells Fargo & Company insiders were filed in the last 90 days; 2,882 institutions reported holding it in 13F filings for Q2 2026, worth $193.1B in total; 5 superinvestors hold it, including Harris Associates (Oakmark) and Daily Journal.
Other share classesWFCNPWFC.PAWFC.PCWFC.PDWFC.PLWFC.PYWFC.PZ
13F holders, Q4 2021
Institutional positions in Wells Fargo & Company as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,079
- +200 vs. Q3 2021
- Shares held
- 2.82B
- −72.1M (−2.5%) vs. Q3 2021
- Total value
- $135.1B
- +$1.16B (+0.9%) vs. Q3 2021
- New holders
- 306
- 681 more added
- Sold out
- 106
- 807 more reduced
34 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WFC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,882 | $193.1B |
| Q1 2026 | 2,827 | $184.0B |
| Q4 2025 | 2,910 | $223.9B |
| Q3 2025 | 2,663 | $200.3B |
| Q2 2025 | 2,633 | $199.2B |
| Q1 2025 | 2,559 | $180.8B |
| Q4 2024 | 2,563 | $177.5B |
| Q3 2024 | 2,247 | $142.8B |
| Q2 2024 | 2,263 | $152.8B |
| Q1 2024 | 2,204 | $154.8B |
| Q4 2023 | 2,153 | $133.4B |
| Q3 2023 | 1,975 | $110.1B |
| Q2 2023 | 1,995 | $115.4B |
| Q1 2023 | 1,993 | $103.6B |
| Q4 2022 | 2,070 | $116.4B |
| Q3 2022 | 1,963 | $113.0B |
| Q2 2022 | 1,997 | $108.7B |
| Q1 2022 | 2,144 | $133.8B |
| Q4 2021 | 2,079 | $135.1B |
| Q3 2021 | 1,913 | $134.2B |
| Q2 2021 | 1,935 | $133.3B |
| Q1 2021 | 1,877 | $113.4B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farmers & Merchants Trust Co of Chambersburg PA | 1,766 | $85.0K | 0.06% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 1,781 | $85.0K | 0.01% | +1,781 | New |
| PYA Waltman Capital, LLC | 1,765 | $85.0K | 0.04% | +1,765 | New |
| Earnest Partners LLC | 1,761 | $84.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,756 | $84.0K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,722 | $83.0K | 0.03% | 00.0% | Unchanged |
| Monolith Advisors | 1,726 | $83.0K | 0.07% | +1,726 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1,700 | $82.0K | 0.04% | −820−32.5% | Reduced |
| IndexIQ Advisors LLC | 1,694 | $81.0K | 0.00% | +1,694 | New |
| Adirondack Trust Co | 1,669 | $80.0K | 0.04% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 1,664 | $80.0K | 0.05% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,649 | $79.0K | 0.07% | −19,040−92.0% | Reduced |
| Bellevue Asset Management, LLC | 1,648 | $79.0K | 0.05% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 1,603 | $76.0K | 0.06% | +1,603 | New |
| Covestor Ltd | 1,583 | $76.0K | 0.11% | +1,583 | New |
| Cordasco Financial Network | 1,500 | $72.0K | 0.04% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 1,483 | $71.0K | 0.07% | +1,483 | New |
| Ulland Investment Advisors, LLC | 1,435 | $69.0K | 0.04% | +1,435 | New |
| Smith Group Asset Management, LLC | 1,413 | $68.0K | 0.00% | −178−11.2% | Reduced |
| Pacifica Partners Inc. | 1,240 | $68.0K | 0.04% | −200−13.9% | Reduced |
| New England Asset Management Inc | 1,400 | $67.0K | 0.00% | −157,347−99.1% | Reduced |
| Versant Capital Management, Inc | 1,390 | $67.0K | 0.02% | +58+4.4% | Added |
| Investment Research & Advisory Group, Inc. | 1,400 | $67.0K | 0.04% | +1,000+250.0% | Added |
| CoreCap Advisors, LLC | 1,372 | $66.0K | 0.00% | +1,372 | New |
| Family CFO Inc | 1,347 | $65.0K | 0.06% | +1,347 | New |
| Financial Perspectives, Inc | 1,339 | $64.2K | 0.03% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 1,331 | $63.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,306 | $63.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 1,308 | $63.0K | 0.03% | +245+23.0% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 1,176 | $63.0K | 0.05% | +1,176 | New |
| Johnson Midwest Financial, LLC | 1,295 | $62.0K | 0.05% | +5+0.4% | Added |
| Lumature Wealth Partners, LLC | 1,299 | $62.0K | 0.02% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,275 | $61.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 1,280 | $61.0K | 0.03% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,263 | $60.6K | 0.06% | +1,263 | New |
| SJS Investment Consulting Inc. | 1,246 | $60.0K | 0.02% | +1,246 | New |
| Kings Point Capital Management | 1,237 | $59.0K | 0.00% | +470+61.3% | Added |
| Crewe Advisors LLC | 1,200 | $58.0K | 0.01% | +1,200 | New |
| Dougherty Wealth Advisers LLC | 1,189 | $57.0K | 0.08% | −123−9.4% | Reduced |
| McIlrath & Eck, LLC | 1,194 | $57.0K | 0.02% | −19−1.6% | Reduced |
| High Net Worth Advisory Group LLC | 1,185 | $57.0K | 0.02% | +1,185 | New |
| Industrial Alliance Investment Management Inc. | 1,161 | $56.0K | 0.00% | +1,161 | New |
| TD Ameritrade Investment Management, LLC | 1,154 | $55.0K | 0.00% | +121+11.7% | Added |
| Quent Capital, LLC | 1,156 | $55.0K | 0.01% | +1,156 | New |
| MBM Wealth Consultants, LLC | 1,115 | $53.0K | 0.02% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1,107 | $53.0K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1,100 | $53.0K | 0.03% | +1,100 | New |
| Bell Investment Advisors, Inc | 1,065 | $51.0K | 0.01% | +278+35.3% | Added |
| Tevis Investment Management | 1,057 | $50.0K | 0.04% | +1,057 | New |
| Mizuho Securities Co. Ltd. | 1,014 | $49.0K | 0.02% | +729+255.8% | Added |
| Asset Dedication, LLC | 970 | $48.0K | 0.01% | −752−43.7% | Reduced |
| Westport Asset Management Inc | 1,000 | $48.0K | 0.02% | 00.0% | Unchanged |
| Ahl Investment Management, Inc. | 954 | $46.0K | 0.04% | +954 | New |
| Selective Wealth Management, Inc. | 940 | $45.0K | 0.02% | 00.0% | Unchanged |
| Field & Main Bank | 900 | $43.0K | 0.02% | +900 | New |
| Exchange Traded Concepts, LLC | 857 | $41.0K | 0.00% | −21−2.4% | Reduced |
| Bogart Wealth, LLC | 844 | $40.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 842 | $40.0K | 0.02% | +17+2.1% | Added |
| Horan Securities, Inc. | 825 | $40.0K | 0.02% | +825 | New |
| Canton Hathaway, LLC | 815 | $39.0K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 800 | $38.0K | 0.01% | −100−11.1% | Reduced |
| Costello Asset Management, INC | 796 | $38.0K | 0.02% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 800 | $38.0K | 0.00% | +800 | New |
| Alpha Paradigm Partners, LLC | 776 | $37.0K | 0.01% | −3,064−79.8% | Reduced |
| BDO Wealth Advisors, LLC | 775 | $37.0K | 0.00% | −1,300−62.7% | Reduced |
| Ford Financial Group, LLC | 775 | $37.0K | 0.01% | +775 | New |
| Western Pacific Wealth Management, LP | 789 | $37.0K | 0.02% | +789 | New |
| Private Ocean, LLC | 719 | $35.0K | 0.00% | −394−35.4% | Reduced |
| Financial Connections Group, Inc. | 741 | $35.0K | 0.03% | +741 | New |
| Hanson & Doremus Investment Management | 703 | $34.0K | 0.01% | +1+0.1% | Added |
| Carmichael Hill & Associates, Inc. | 712 | $34.0K | 0.02% | +3+0.4% | Added |
| Bellwether Advisors, LLC | 719 | $34.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 686 | $33.0K | 0.00% | −71−9.4% | Reduced |
| Activest Wealth Management | 683 | $33.0K | 0.02% | −40−5.5% | Reduced |
| Timber Creek Capital Management LLC | 700 | $33.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 685 | $33.0K | 0.00% | +258+60.4% | Added |
| Kelly Financial Services LLC | 687 | $32.9K | 0.02% | −497−42.0% | Reduced |
| Holloway Wealth Management, LLC | – | $31.0K | 0.01% | – | – |
| Cornerstone Management, Inc. | 636 | $30.5K | 0.01% | +636 | New |
| GeoWealth Management, LLC | 621 | $30.0K | 0.00% | −4−0.6% | Reduced |
| Cedar Mountain Advisors, LLC | 617 | $30.0K | 0.01% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 618 | $30.0K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 629 | $30.0K | 0.02% | +368+141.0% | Added |
| Motco | 598 | $29.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 600 | $29.0K | 0.02% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 600 | $29.0K | 0.03% | +600 | New |
| Coastal Capital Group, Inc. | 580 | $28.0K | 0.01% | +3+0.5% | Added |
| KRS Capital Management, LLC | 603 | $28.0K | 0.02% | +603 | New |
| Centerpoint Advisors, LLC | 558 | $27.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 560 | $27.0K | 0.00% | +102+22.3% | Added |
| Lake Point Wealth Management | 536 | $26.0K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 534 | $26.0K | 0.02% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 520 | $25.0K | 0.02% | +520 | New |
| Level Financial Advisors, Inc. | 518 | $25.0K | 0.02% | +518 | New |
| Gibson Wealth Advisors LLC | 518 | $25.0K | 0.03% | +518 | New |
| Old Second National Bank of Aurora | 793 | $24.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 499 | $24.0K | 0.01% | −71−12.5% | Reduced |
| Tower View Investment Management & Research LLC | 500 | $24.0K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 499 | $24.0K | 0.00% | +277+124.8% | Added |
| HWG Holdings LP | 498 | $24.0K | 0.01% | +498 | New |